New York investment advisers (RIAs) with $100M–$1B AUM
List SEC-registered investment advisers headquartered in New York with $100 million to $1 billion in regulatory assets under management, from their Form ADV filings.
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The SEC Form ADV Tracker — Investment Adviser (RIA) Data Actor is ready to run with the inputs already set for "New York investment advisers (RIAs) with $100M–$1B AUM". Sign up or log in and you'll land in Apify Console with a copy of this exact task.
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The SEC Form ADV Tracker — Investment Adviser (RIA) Data Actor will start running based on the input automatically. You can also change all the input fields, like state filter (2-letter us state), minimum regulatory aum (usd), and more, to match your specific use case.
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One row per SEC-registered investment adviser from Form ADV: firm name, CRD and SEC numbers, regulatory AUM, address, phone, employee count, registration status and dates.
$0.15 per RIA firm, plus a $0.005 Actor start fee per run. This task is set to max_firms: 10, so a full run costs about $1.50 plus the start fee. The ADV Part 2 brochure add-on is off ($0.10 per firm if on).
Yes. Change state_filter (two-letter state), min_aum and max_aum (in dollars) or max_firms before you run it. Open the SEC Form ADV Tracker actor for every option.